Specify Tags to Retain from Overlaid Bibs

The Bibliographic Tags Retain/Delete policy table is used to specify tags to retain from duplicate records that are overlaid.

Note:
This policy table is also used to specify tags to delete from incoming records that are saved to the database, even if the incoming records are not duplicates of existing bibliographic records in the database. For information on this process, see Deleting MARC Tags from Incoming Bibs.

To specify which fields to transfer automatically to the replacement record when a bibliographic record is overlaid:

Note:
These permissions are required to view and change the Bibliographic Tags Retain/Delete policy table: Access administration: Allow, Access tables: Allow and Modify Bibliographic Tags Retain/Delete: Allow

  1. In the Administration Explorer tree view, expand the organization’s folder.
  2. Expand the Policy Tables folder.

  3. Select Bibliographic Tags Retain/Delete.

    The Bibliographic Tags Retain/Delete policy table appears.

    bibtagsretdel00201.gif 

  4. Select btnInsert00202.gif.

    The Insert: Bibliographic Tags Retain/Delete dialog box opens.

    insertbibretdel00203.gif 

  5. In the Organization box, select the organization to which this entry applies.

    Note:
    If the Insert dialog box was opened for a branch, the branch name is the only one listed in the Organization box.

  6. Enter the tag number in the Tag number box tag.

  7. If you want all indicator values included, leave them highlighted in the Indicator 1 and Indicator 2 boxes. Select an indicator to clear it if you do not want it included.

  8. Select Retain from deleted or rejected record (occurs only when duplicate is deleted).

  9. Select OK to insert the tag.

    Notes:

    • If the tag/indicator combination is already in the table, a message appears: Warning: This table already contains a retain/delete row for this tag.

    • If the tag/indicator combination is already in the table, a message appears: Warning: This table already contains a retain/delete row for this tag.

    • If a tag/indicator combination is selected to be both retained and deleted, and the tag/indicator combination exists in both records, only the retention is processed.

  10. Select File > Save.

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